Bots · Create
Launch a New Ultimo Bot
Follow this walkthrough to add a chatbot that learns from your live website. The creation modal validates the URL, collects the right metadata, and kicks off the training workflow behind the scenes. Use this page as your checklist before inviting teammates to build their own assistants.
Step-by-step builder guide
Each step mirrors the logic of the dashboard workflow. Completing this flow takes less than two minutes for most sites.
Open the Bots overview
Head to the Bots area of the dashboard. Click “Add Bot” on the top-right of the overview list to launch the creation modal.
Name your assistant
Choose a descriptive name (50 characters max). This label appears across analytics, chat previews, and integrations. You can always rename it later from the card’s inline editor.
Provide the source URL
Enter the primary website you want Ultimo Bots to crawl. We run validation instantly, so URLs must be reachable, publicly accessible, and respond to HTTPS. Subpages are optional; the crawler will follow internal links automatically.
Tune extra options
Decide if Ultimo should send the training confirmation email to your account. The notification toggle lives at the bottom of the modal and can be adjusted later from workspace settings.
Submit & monitor the build
Press “Create Bot”. You’ll be returned to the overview where each bot card shows build progress, plan usage, and shortcuts to Test, Settings, Analytics, and Integrations.
Pre-flight checklist
Gather these details before you click “Add Bot” to avoid validation loops.
- Have the public URL of the site or landing page you want to train on.
- Confirm your user ID is stored in local storage (the portal sets this after login).
- Decide on the default language - English is selected automatically but can be changed later.
- Capture any compliance copy you want to add to the knowledge base post-build.
- Know who should receive the “bot creation started” email notification.
What to expect after submission
Bot cards update in real time via WebSockets. If a build fails or no content is found, the status flips to failed and the progress indicator stops. Delete, adjust the URL, or retry from the same modal.
While the job is running, we stream analytics into activity_last_7_days, queue lead forms, and set a default usage limit based on the plan attached to the bot. Keep an eye on the “Messages used” row-once you hit the plan limit, you’ll be prompted to upgrade or modify the subscription directly from the card or the chat modal.
Frequently asked questions
What happens after I click Create Bot?
We trigger the `generate_chatbot_portal` endpoint, crawl the provided URL, and populate the bot card. While the status is “building,” the portal shows a circular progress meter fed by live WebSocket events.
Why was my URL rejected?
Before training starts we call `url/check`. The modal surfaces the reason if the site is unreachable, blocked, or fails our business-site heuristic. Fix the URL and submit again-no credits are consumed until it passes.
Can I edit the bot while it’s building?
You can rename it anytime, but Testing, Settings, Analytics, and Integration actions stay disabled (“completed” status required) to ensure the training job has finished.
After your bot is live
Use the quick actions on each card to keep momentum:
Troubleshooting signals
- Limit exceeded banner: Appears when
current_message_countequals the plan limit. The portal automatically launches the LimitExceededModal to guide upgrades. - No content found: Usually triggered by gated pages or empty crawls. Point to a different URL or ensure the page is publicly accessible.
- Stuck at 0%: Double-check the URL check endpoint for decline reasons and re-submit once resolved.